Wells Fargo Strategic Fund Quote
| WSIDX Fund | USD 8.98 0.01 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Wells Fargo is trading at 8.98 as of the 20th of March 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 8.97. Wells Fargo has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in income-producing securities. It may invest up to 100 percent of its total assets in debt securities of foreign issuers, including emerging markets issuers, and up to 50 percent of its total assets in non-dollar denominated debt securities. More on Wells Fargo Strategic
Moving together with Wells Mutual Fund
| 0.78 | DHICX | Wells Fargo Advantage | PairCorr |
| 0.83 | VMPAX | Wells Fargo Advantage | PairCorr |
| 0.88 | SADAX | Wells Fargo Ultra | PairCorr |
| 0.79 | EMGYX | Wells Fargo Emerging | PairCorr |
| 0.8 | EMGNX | Wells Fargo Emerging | PairCorr |
| 0.79 | EMGAX | Wells Fargo Emerging | PairCorr |
Moving against Wells Mutual Fund
Wells Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Strategic [WSIDX] is traded in USA and was established 20th of March 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Allspring Global Investments family. This fund at this time has accumulated 166.75 M in net assets with minimum initial investment of 1000 K. Wells Fargo Strategic is currently producing year-to-date (YTD) return of 1.83% with the current yeild of 0.05%, while the total return for the last 3 years was 3.82%.
Check Wells Fargo Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wells Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wells Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wells Fargo Strategic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wells Fargo Strategic Mutual Fund Constituents
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| EMLC | VanEck JP Morgan | Etf | Emerging-Markets Local-Currency Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond |
Wells Fargo Strategic Risk Profiles
| Mean Deviation | 0.1272 | |||
| Standard Deviation | 0.1703 | |||
| Variance | 0.029 | |||
| Downside Variance | 0.0329 |
Wells Fargo Against Markets
Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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